Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii Pfd ETF (PGX)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Pfd ETF (PGX) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II PFD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
723+ 1.5% |
$8.26K - $9.04K
|
49K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
542+ 0.37% |
$6.19K - $6.78K
|
147K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
494+ 3.08% |
$5.64K - $6.18K
|
16.5K
$192K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
414+ 0.39% |
$4.73K - $5.18K
|
106K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
400+ 1.66% |
$4.57K - $5K
|
24.5K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
395New |
$4.51K - $4.94K
|
395
$4.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
356+ 20.55% |
$4.07K - $4.45K
|
2.09K
$24.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
351New |
$4.01K - $4.39K
|
351
$4.08K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
308+ 1.17% |
$3.52K - $3.85K
|
26.7K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
300New |
$3.43K - $3.75K
|
300
$3.48K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
300+ 2.59% |
$3.43K - $3.75K
|
11.9K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
275New |
$3.14K - $3.44K
|
275
$3.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
272+ 1.14% |
$3.11K - $3.4K
|
24.1K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
271New |
$3.09K - $3.39K
|
271
$3.15K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
268New |
$3.06K - $3.35K
|
268
$3.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
255+ 1.5% |
$2.91K - $3.19K
|
17.3K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
226+ 0.46% |
$2.58K - $2.83K
|
49.5K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
219+ 3.42% |
$2.5K - $2.74K
|
6.63K
$76.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
216+ 0.13% |
$2.47K - $2.7K
|
161K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
200New |
$2.28K - $2.5K
|
200
$2.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
199+ 1.06% |
$2.27K - $2.49K
|
19K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175+ 11.24% |
$2K - $2.19K
|
1.73K
$20.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
171+ 0.96% |
$1.95K - $2.14K
|
18.1K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
166+ 0.96% |
$1.9K - $2.08K
|
17.4K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
155+ 0.73% |
$1.77K - $1.94K
|
21.4K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
129New |
$1.47K - $1.61K
|
129
$1.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
120+ 0.49% |
$1.37K - $1.5K
|
24.8K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
115+ 0.73% |
$1.31K - $1.44K
|
15.9K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
108New |
$1.23K - $1.35K
|
108
$1.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 2.26% |
$1.14K - $1.25K
|
4.53K
$52.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
96+ 2.15% |
$1.1K - $1.2K
|
4.56K
$52.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
92New |
$1.05K - $1.15K
|
92
$1.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
90+ 0.24% |
$1.03K - $1.13K
|
37.8K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
90+ 0.73% |
$1.03K - $1.13K
|
12.4K
$143K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
84+ 137.7% |
$959 - $1.05K
|
145
$1.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.27% |
$857 - $938
|
27.9K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
73New |
$834 - $913
|
73
$848
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71+ 1.93% |
$811 - $888
|
3.75K
$43.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66New |
$754 - $825
|
66
$766
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.18% |
$617 - $675
|
30.8K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
44+ 0.35% |
$502 - $550
|
12.6K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43+ 0.42% |
$491 - $538
|
10.3K
$119K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
43+ 1.09% |
$491 - $538
|
4K
$46.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34+ 1.97% |
$388 - $425
|
1.76K
$20.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33+ 1.47% |
$377 - $413
|
2.28K
$26.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 1.23% |
$354 - $388
|
2.55K
$29.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25+ 1.47% |
$286 - $313
|
1.73K
$20K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.49% |
$263 - $288
|
1.57K
$18.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
13New |
$148 - $163
|
13
$151
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
9+ 0.08% |
$103 - $113
|
11.8K
$137K
|